finance

F&I Manager

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Automotive Finance & Insurance Manager

David Martinez

[email protected] • +1 (555) 234-6789 • linkedin.com/in/david-martinez-finance • davidmartinezfinance.com • San Francisco, CA

Professional Summary

F&I Manager with 5+ years of experience guiding dealership customers through financing, protection products, lender approvals, and compliant paperwork. Increased cross-sell rates by 20% through clearer product presentations and improved menu selling, contributing to a 15% revenue lift for the dealership. Known for balancing sales goals with transparent customer conversations, accurate documentation, and strong lender relationships.

Skills

Sales Techniques, Negotiation Skills, Product Knowledge, Customer Relationship Management (CRM), Regulatory Compliance, Financial Analysis, Insurance Product Knowledge, Digital Marketing for Automotive Financing

Work Experience

F&I Manager

03/2024

CarMax Auto Finance, San Francisco, CA

Presented 30+ tailored finance and protection plans each week, improving customer engagement and deal completion

Built financing packages around customer credit profiles, budget needs, and vehicle type, helping buyers save an average of $500 per purchase

Streamlined deal paperwork and handoffs with sales teams, reducing document processing time by 40%

Strengthened relationships with lenders and insurance partners, securing more competitive rates and product options for customers

F&I Specialist

06/2023 - 12/2023

AutoOne Dealership, San Francisco, CA

Launched a customer follow-up program that increased repeat dealership business by 30%

Negotiated lower lender rates and clearer approval terms, reducing customer financing costs by 5%

Sales Consultant

09/2021 - 06/2022

Deerfield Auto Center, San Francisco, CA

Developed strong vehicle, warranty, and financing product knowledge, supporting 40+ vehicle sales annually

Matched customers with relevant financing and protection options, improving cross-sell rates by 15%

Education

Bachelor of Business Administration (BBA), Finance & Insurance

09/2020 - 05/2024

XYZ University, San Francisco, CA

Completed coursework in financial planning and analysis, insurance products, lending basics, and regulatory compliance, with a capstone project focused on automotive finance.

Projects

Personal Finance App for Auto Enthusiasts

Built a mobile calculator concept that helps car buyers compare monthly payments, insurance costs, and protection-product options before visiting a dealership.

EV Financing Guide Webinar Series

Created an EV financing webinar series for dealership teams covering common buyer questions, lender considerations, and protection options for electric vehicles.

Certifications

Certified Professional in Auto Finance (CPAF)

05/2024

National Association of Financial and Insurance Professionals (NAFIP)

This certification validates expertise in automotive finance products, customer engagement strategies, and regulatory compliance.

Why This Template Works

This resume format works well for ATS because it is structured clearly with key sections like professional summary, skills, and experience that are essential for a F&I Manager position. The inclusion of specific metrics such as increased cross-sell rates and the use of relevant keywords ensures the document passes through applicant tracking systems effectively. Additionally, including both hard skills (such as proficiency in financial software) and soft skills (like leadership and negotiation abilities) helps this resume stand out among others.

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How to Write This Resume

How to Write This Resume

Expert guidelines and best practices for each section of your resume.

01

Contact

Contact

First Name Last Name City, State, Zip Code Phone Number | Email Address LinkedIn Profile URL | Portfolio URL (Optional)

General Guidelines

Your contact information is the first section recruiters see. Keep it concise and professional. Ensure your email address is appropriate (e.g., [email protected]). Include your LinkedIn profile for a comprehensive view of your professional journey. A portfolio or personal website is recommended for creative, technical, or design roles.

Avoid This

Do not include your full physical address (street number/name) for privacy reasons. Avoid including personal details like marital status, age, photo, or social security number unless specifically required in your country. Do not use unprofessional email addresses.

Real Examples

See clear examples of how to format contact details effectively.

Don't

John Doe 1234 Random St, Apt 56 New York, NY 10001 [email protected] github.com/aliciacode Single, 28 years old

Do

John Doe New York, NY (555) 123-4567 | [email protected] linkedin.com/in/johndoe | johndoe.com

Quick Tips

  • Use a professional email address (firstname.lastname format)
  • Ensure your voicemail is set up and professional
  • Double-check your phone number and email for typos
  • Make your LinkedIn URL custom (linkedin.com/in/yourname)

02

Summary

Summary

Professional Title Result-oriented [Role Name] with [Number] years of experience in [Key Skills/Industries]. Proven track record of [Major Achievement]. Skilled in [Key Technologies/Skills]. Committed to delivering [Specific Value] for [Target Industry/Company type].

General Guidelines

A professional summary is your elevator pitch. It should be 3-5 sentences long, summarizing your experience, key skills, and major achievements. Tailor it to the job description by using relevant keywords. Focus on what makes you unique and the value you bring to potential employers.

Avoid This

Avoid generic objectives like 'Looking for a challenging role to grow my skills.' Recruiters want to know what value you bring to them, not what you want from them. Don't use first-person pronouns (I, me, my). Keep it concise and impactful.

Real Examples

Compare a weak objective with a strong professional summary.

Don't

Objective: I am a hard-working individual looking for a F&I Manager position where I can learn new things and advance my career.

Do

Senior F&I Manager with 6+ years of experience in automotive finance. Reduced paperwork time by 40% through streamlined sales processes, resulting in a 35% increase in customer engagement rates. Skilled in CRM systems like DealerTrack and AutoFi for data management and predictive analytics.

Quick Tips

  • Quantify achievements where possible (e.g., 'Increased revenue by 20%')
  • Keep it under 5 lines for readability
  • Use strong action verbs to start sentences
  • Tailor the summary to match the job description

03

Skills

Skills

Technical Skills - Languages: [List] - Frameworks: [List] - Tools: [List] Soft Skills - [Skill 1], [Skill 2], [Skill 3]

General Guidelines

Group your skills logically (e.g., Languages, Frameworks, Tools). Focus on hard skills relevant to the job. List skills in order of proficiency or relevance. Soft skills are better demonstrated through bullet points in your experience section rather than a bare list.

Avoid This

Do not list skills you are not comfortable using in an interview. Avoid using progress bars or percentages to rate your skills (e.g., "Java: 80%") as they are subjective and often misinterpreted. Don't include outdated technologies unless specifically required.

Real Examples

Practical example showing do's and don'ts for skills

Don't

Sales Techniques, CRM Tools, Java Programming: 90%, C++: 75%

Do

Customer Relationship Management (CRM), Advanced Sales Techniques

Quick Tips

  • Tailor your technical skillset to the specific needs of an F&I Manager role such as CRM systems and financial analysis tools.
  • Prioritize soft skills that are crucial for customer engagement and relationship building in the automotive industry.
  • Ensure that your hard skills reflect current industry standards, like proficiency with digital platforms and AI-driven analytics tools.
  • Avoid listing irrelevant or outdated software unless it has direct relevance to a project you've completed.

04

Experience

Experience

Job Title | Company Name | Location Month Year – Month Year - Action Verb + Context + Result (Quantified) - Led [Project] resulting in [Outcome]... - Collaborated with [Team] to implement [Feature]...

General Guidelines

This is the core of your resume. Use reverse-chronological order (most recent first). Start each bullet with a strong action verb. Focus on achievements and impact, not just duties. Use numbers to quantify your impact (dollars, percentages, time saved, users affected). Show progression and increasing responsibility.

Avoid This

Avoid passive language like 'Responsible for...' or 'Tasked with...'. Don't list every single daily task; focus on significant contributions and measurable outcomes. Avoid jargon that recruiters outside your field won't understand.

Real Examples

Practical example showing do's and don'ts for experiences

Don't

Responsible for selling financial products to customers.

Do

Delivered 30+ financial plans per week, increasing customer engagement by 25%

Don't

Managed training sessions and compliance updates.

Do

Created comprehensive training programs that improved F&I performance metrics nationwide

Quick Tips

  • Start each bullet point with a strong action verb such as 'Delivered', 'Created', or 'Negotiated'.
  • Quantify your achievements whenever possible. For instance, mention specific percentages of increase in sales conversion rates.
  • Highlight projects you led that resulted in significant company growth or improved processes.
  • Avoid listing generic responsibilities; focus on unique contributions and outcomes.

05

Education

Education

Degree Name | University Name | Location Month Year – Month Year - Relevant Coursework: [Course 1], [Course 2] - Honors/Awards: [Award Name] - GPA: X.X (if above 3.5)

General Guidelines

List your highest degree first. If you have significant work experience, keep the education section brief. Include your GPA only if it is above 3.5 or if you are a recent graduate. Highlight relevant coursework, academic projects, honors, or leadership roles.

Avoid This

Do not include high school details if you have a college degree. Avoid listing every single course you took; select only the most relevant ones. Don't include graduation dates from decades ago if age discrimination is a concern in your field.

Real Examples

Practical example showing do's and don'ts for educations

Don't

B.S., Finance | Springfield College of Commerce, Springfield Jan 2015 – May 2019 - Coursework: Intro to Economics, Intermediate Accounting, Marketing Management, Corporate Finance - GPA: 3.2

Do

Bachelor of Science in Business Administration (BBA), Finance & Insurance | XYZ University, San Francisco September 2020 – May 2024 - Relevant Coursework: Financial Planning and Analysis, Risk Management for Insurers, Automotive Finance Products - GPA: 3.7

Quick Tips

  • Focus on the education that is most relevant to your current position or career goals.
  • Include only degrees from reputable institutions that add value to your professional identity.
  • Avoid including irrelevant coursework unless it directly relates to your job or personal achievements.
  • Clearly communicate how your educational background contributes to your expertise in automotive finance and insurance.

06

Projects

Projects

Project Name | Tools/Technologies Used - Briefly describe what you created and its purpose - Highlight specific challenges you solved - Link to portfolio or demo if available

General Guidelines

Projects are excellent for demonstrating practical skills, especially if you lack work experience or are changing careers. Include a link to your portfolio or demo if possible. Focus on projects that show problem-solving skills and relevant tools for the target role.

Avoid This

Don't include trivial tutorials unless you significantly expanded on them. Avoid projects that are outdated, incomplete, or irrelevant to the role you're applying for. Don't just list technologies—explain what you created and why it matters.

Real Examples

Practical example showing do's and don'ts for projects

Don't

Built a personal website using HTML, CSS, JavaScript - basic tutorial level skills demonstrated

Do

Developed an interactive mobile app that helps car buyers calculate financing options and insurance costs based on user inputs. Used React Native and Firebase for real-time data processing.

Quick Tips

  • Ensure your project descriptions are concise yet informative, focusing on the impact of the solution rather than just the tools used.
  • Include links to live demos or GitHub repositories if applicable, as this allows potential employers to see your work firsthand.
  • Highlight how each project addresses specific challenges in financial and insurance services, showcasing your ability to solve real-world problems.
  • Choose projects that demonstrate your proficiency with automotive industry-specific tools like CRM systems (DealerTrack), digital financing platforms, or AI-driven analytics software.

Frequently Asked Questions

Common questions about this role and how to best present it on your resume.

Highlight lender relations, menu selling, compliance, financial analysis, customer service, product presentation, and accurate deal documentation.

Use balanced bullets that connect revenue, approval rates, paperwork accuracy, customer savings, and transparent financing conversations.

Many employers look for dealership finance experience, sales background, compliance knowledge, lender familiarity, and comfort explaining finance and insurance products.

Show movement from sales or F&I specialist work into broader responsibility for financing, insurance products, partner relationships, and deal quality.

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